To help you with the first steps we have designed a series of short challenges (tasks) which will take just 2-3 minutes to complete. 

Task 1: Review your profile, and complete your personal details. You can add your avatar photo, phone number, and other info like your department, your position etc. and view your permissions on the platform (Account | My profile)

Task 2: Review the company's profile, and add contact details and a company logo (Manage | Company details)

Task 3: Create additional user accounts for your colleagues (Manage | Users)

Task 4: Connect with other companies on the CargoX Platform, which will allow you to exchange documents with them (Manage | Contacts)

Task 5:  Create your first Smart envelope and attach a document

Tasks are basic, an you can get all answers how to complete them in the CargoX Platform users manual. Take a challenge and try to do it yourself! 

We would love to hear about your experience. Let us know via a chat icon in the lower right corner.

Did this answer your question?